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SPDR S&P 500 ETF Trust

3,079 hedge funds and large institutions have $205B invested in SPDR S&P 500 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,285 increasing their positions, 1,248 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,079
Holders Change
-40
Holders Change %
-1.28%
% of All Funds
52.06%
Holding in Top 10
848
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-5.78%
% of All Funds
14.34%
New
183
Increased
1,285
Reduced
1,248
Closed
185
Calls
$172B
Puts
$285B
Net Calls
-$113B
Net Calls Change
+$139B
Name Holding Trade Value Shares
Change
Shares
Change %
RG
751
Retirement Group
California
$13.5M +$9.59M +25,434 +246%
FPW
752
Flagship Private Wealth
Massachusetts
$13.5M -$946K -2,508 -7%
BCMIO
753
Beacon Capital Management Inc (Ohio)
Ohio
$13.4M -$6.79K -18 -0.1%
SFS
754
Sowell Financial Services
Arkansas
$13.4M +$3.54M +9,356 +36%
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$13.4M +$3.48M +9,218 +35%
LFG
756
Lazard Frères Gestion
France
$13.3M -$740K -1,953 -5%
GWAM
757
Guardian Wealth Advisors (Minnesota)
Minnesota
$13.3M +$470K +1,245 +4%
SFS
758
Starfox Financial Services
Texas
$13.3M
TWM
759
Tolleson Wealth Management
Texas
$13.2M
PA
760
Paragon Advisors
Texas
$13.2M +$13.2M +35,001 New
HVIA
761
Hudson Valley Investment Advisors
New York
$13.2M -$484K -1,282 -4%
5L
762
55I LLC
Massachusetts
$13.2M +$1.15M +3,045 +10%
EFS
763
Essex Financial Services
Connecticut
$13.1M +$259K +687 +2%
ETC
764
Exchange Traded Concepts
Oklahoma
$13M +$7.27M +19,276 +126%
SFA
765
Source Financial Advisors
New York
$13M -$163K -432 -1%
CA
766
Cullinan Associates
Kentucky
$13M +$960K +2,546 +8%
First Manhattan
767
First Manhattan
New York
$13M -$24.1K -64 -0.2%
MFS
768
Monetta Financial Services
Illinois
$12.9M -$1.4M -3,700 -10%
BTWM
769
Baker Tilly Wealth Management
Wisconsin
$12.9M +$548K +1,452 +4%
PA
770
PFG Advisors
Arizona
$12.8M +$1.62M +4,287 +14%
TC
771
TAP Consulting
Missouri
$12.8M -$92.4K -245 -0.7%
FCBT
772
First Citizens Bank & Trust
North Carolina
$12.8M -$493K -1,307 -4%
SWM
773
Segment Wealth Management
Texas
$12.8M -$184K -488 -1%
HFAS
774
Hummer Financial Advisory Services
Illinois
$12.8M
WAG
775
Winthrop Advisory Group
Massachusetts
$12.8M -$135K -357 -1%